Weekly Articles

Our Weekly Updates provide a quick recap of the previous week and they often comment on a current event or topic in the news. The educational topics are used to reinforce our long-term consistent message on such items as benchmarking, compounding, fees & expenses, manager selection, market timing, diversification and other related topics. Our weekly updates typically come out on Friday mornings.


  • Corporate Headquarters

    P.O. Box 756
    Oak Ridge, NC 27310
    Phone: 252-439-1888

  • Mountain Branch

    4 Highland Place
    Asheville, NC 28804
    Phone: 828-350-8681

  • Greenville Branch

    901 Forest Hill Circle
    Greenville, NC 27858

  • Coastal Branch

    1207 Earnley Cove
    Leland, NC 28451
    Phone: 910-579-8075

  • New York Branch

    8305 Decoy Run
    Manlius, NY 13104